Manage members, track attendance, and process payments
Manage member attendance with roster, search, or barcode scanning via device camera. Set up self-service kiosks for check-ins. Track memberships, view client and prospect details. Handle billing, generate reports, and manage staff from an iOS device.
Centralized business card database management solution.
The app provides AI-powered business card scanning and data entry, recognizing global languages for automatic contact detail input. It facilitates e-card exchange, role-based access, and collaborative task management for teams.
Scan spaces, measure accurately, close sales faster
Create digital by scanning spaces. Invite homeowners to scan their own areas. Measure rooms accurately without manual tools. Share instantly for estimates and design reviews.
Scan QR codes, barcodes, and business cards. Generate custom QR and barcode codes. Auto-detect scan targets. Share scanned or generated codes via email, WhatsApp, or messaging apps. Save scanned or created codes within the .
Manage contacts, merge duplicates, backup, and block
Manage contacts with duplicate detection and merging by phone number, name, or email. Organize contacts into groups, create private lists, and block unwanted contacts. Set birthday and event reminders. Backup and restore contacts.
Track last dates with reminders. Store files and metadata for each . Set reminders for follow-ups. Organize contacts with notes and attachments. Sync across devices for consistent access.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.